 英伟达NVDA |
| 9.98% | 10.77% | $8,365.9万 | 41.8万股 | $7,395.9万 | 42.4万股 | -5,968股-1.41% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 5.54% | 6.48% | $4,642.9万 | 62股 | $4,452.5万 | 62股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 4.19% | 4.83% | $3,512.2万 | 7.0万股 | $3,314.9万 | 6.9万股 | +1,013股+1.46% | 加仓 |
 苹果AAPL |
| 3.83% | 4.12% | $3,212.1万 | 11.1万股 | $2,831.7万 | 11.2万股 | -567股-0.51% | 减仓 |
 MURPHY USAMUSA |
| 3.56% | 3.78% | $2,982.3万 | 5.5万股 | $2,597.9万 | 5.3万股 | +2,750股+5.23% | 加仓 |
 PALO ALTOPANW |
| 3.45% | 1.93% | $2,894.2万 | 8.5万股 | $1,323.8万 | 8.3万股 | +2,295股+2.78% | 加仓 |
 阿斯麦ASML |
| 2.85% | 2.26% | $2,385.9万 | 1.2万股 | $1,553.4万 | 1.2万股 | +232股+1.97% | 加仓 |
 康宁GLW |
| 2.53% | 1.59% | $2,121.9万 | 8.3万股 | $1,090.8万 | 8.0万股 | +2,849股+3.55% | 加仓 |
 科磊KLAC |
| 2.48% | 1.43% | $2,081.7万 | 6.9万股 | $982.0万 | 6,669股 | +6.2万股+934.61% | 加仓 |
 亚马逊AMZN |
| 2.36% | 2.42% | $1,975.6万 | 8.3万股 | $1,659.3万 | 8.0万股 | +3,219股+4.04% | 加仓 |
 微软MSFT |
| 2.35% | 2.71% | $1,967.5万 | 5.3万股 | $1,859.0万 | 5.0万股 | +2,526股+5.03% | 加仓 |
 谷歌AGOOGL |
| 2.13% | 1.99% | $1,781.1万 | 5.0万股 | $1,366.8万 | 4.8万股 | +2,307股+4.85% | 加仓 |
 雷神技术RTX |
| 1.82% | 2.05% | $1,523.8万 | 8.0万股 | $1,408.6万 | 7.3万股 | +7,292股+9.99% | 加仓 |
 VisaV |
| 1.79% | 1.8% | $1,499.8万 | 4.4万股 | $1,234.4万 | 4.1万股 | +2,871股+7.03% | 加仓 |
 摩根大通JPM |
| 1.7% | 1.69% | $1,428.1万 | 4.4万股 | $1,162.3万 | 4.0万股 | +4,118股+10.42% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 1.48% | 1.86% | $1,242.4万 | 32.2万股 | $1,275.0万 | 28.3万股 | +3.9万股+13.76% | 加仓 |
| SSPDR道富系列信托TIPX |
| 1.47% | 1.81% | $1,231.0万 | 65.0万股 | $1,244.8万 | 64.9万股 | +1,621股+0.25% | 加仓 |
| J摩根大通交易所交易基金HOLA |
| 1.42% | 1.99% | $1,187.8万 | 21.5万股 | $1,367.7万 | 26.0万股 | -4.5万股-17.50% | 减仓 |
 博通AVGO |
| 1.39% | 1.03% | $1,165.6万 | 3.1万股 | $706.2万 | 2.3万股 | +8,040股+35.24% | 加仓 |
| IiShares安硕信托IVV |
| 1.37% | 1.36% | $1,149.4万 | 1.5万股 | $934.7万 | 1.4万股 | +1,038股+7.25% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.33% | — | $1,115.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 LOWES COS COMLOW |
| 1.31% | 1.58% | $1,099.4万 | 5.0万股 | $1,082.4万 | 4.6万股 | +4,051股+8.84% | 加仓 |
| BBRANDES INTERNATIONAL ETF (USD)BINV |
| 1.28% | 1.36% | $1,075.8万 | 25.6万股 | $932.8万 | 22.6万股 | +3.0万股+13.29% | 加仓 |
| MMERITAGE HOMESMTH |
| 1.24% | 1.11% | $1,035.5万 | 12.4万股 | $763.7万 | 12.4万股 | 00.00% | 持仓不变 |
 南方铜业SCCO |
| 1.22% | 1.36% | $1,024.7万 | 5.9万股 | $930.9万 | 5.4万股 | +4,699股+8.69% | 加仓 |
 史赛克SYK |
| 1.18% | 1.38% | $988.9万 | 3.1万股 | $949.5万 | 2.9万股 | +2,514股+8.70% | 加仓 |
| N新纪元能源NEE |
| 1.18% | 1.37% | $988.1万 | 11.3万股 | $943.0万 | 10.2万股 | +1.1万股+10.88% | 加仓 |
 贝莱德·INC COMBLK |
| 1.12% | 1.25% | $939.5万 | 9,771股 | $855.4万 | 8,895股 | +876股+9.85% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 1.04% | 1.15% | $868.4万 | 19.0万股 | $790.2万 | 17.6万股 | +1.4万股+7.84% | 加仓 |
| VVALMONT INDSVMI |
| 1.03% | 0.65% | $865.3万 | 1.5万股 | $446.6万 | 1.1万股 | +3,803股+34.02% | 加仓 |
| IIBMIBM |
| 1.01% | 0.84% | $846.6万 | 3.0万股 | $580.1万 | 2.4万股 | +6,173股+25.79% | 加仓 |
| GGREEN BRICK PARTNERSGRBK |
| 1% | 0.87% | $838.6万 | 10.5万股 | $597.0万 | 9.3万股 | +1.2万股+13.10% | 加仓 |
 好市多COST |
| 0.94% | 1.07% | $783.7万 | 8,378股 | $731.8万 | 7,344股 | +1,034股+14.08% | 加仓 |
 迪尔DE |
| 0.91% | 0.84% | $765.2万 | 1.2万股 | $576.5万 | 1.0万股 | +1,828股+17.86% | 加仓 |
 戴蒙德能源FANG |
| 0.9% | 0.96% | $752.2万 | 4.3万股 | $661.2万 | 3.3万股 | +9,361股+28.00% | 加仓 |
 哈勃HUBB |
| 0.88% | 0.83% | $735.1万 | 1.4万股 | $568.0万 | 1.2万股 | +2,476股+21.39% | 加仓 |
 NVENT ELECTRICNVT |
| 0.87% | 0.83% | $731.5万 | 4.3万股 | $569.6万 | 4.8万股 | -5,033股-10.45% | 减仓 |
| T赛默飞世尔TMO |
| 0.84% | 0.85% | $706.7万 | 1.4万股 | $584.4万 | 1.2万股 | +2,205股+18.54% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.81% | 0.95% | $679.8万 | 13.4万股 | $649.4万 | 12.8万股 | +6,104股+4.76% | 加仓 |
 新思科技SNPS |
| 0.8% | 0.74% | $672.8万 | 1.5万股 | $510.1万 | 1.3万股 | +2,216股+17.22% | 加仓 |
 MURPHY OILMUR |
| 0.77% | 1.19% | $645.9万 | 19.8万股 | $816.1万 | 19.8万股 | +550股+0.28% | 加仓 |
| V先锋领航指数基金VXF |
| 0.77% | 0.79% | $644.8万 | 2.6万股 | $541.4万 | 2.6万股 | -119股-0.45% | 减仓 |
 EAST WEST BANCORPEWBC |
| 0.76% | 0.46% | $635.2万 | 4.2万股 | $318.2万 | 3.0万股 | +1.2万股+38.82% | 加仓 |
 卡特彼勒CAT |
| 0.71% | 0.58% | $590.9万 | 5,549股 | $396.1万 | 5,591股 | -42股-0.75% | 减仓 |
| V先锋领航·MIDVO |
| 0.66% | — | $554.5万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 CASEYS GEN STORESCASY |
| 0.58% | 0.69% | $489.8万 | 6,163股 | $470.7万 | 6,467股 | -304股-4.70% | 减仓 |
 TRIMBLE COMTRMB |
| 0.57% | 0.73% | $477.0万 | 9.3万股 | $499.9万 | 7.7万股 | +1.7万股+21.63% | 加仓 |
| V先锋领航指数基金VOO |
| 0.49% | 0.54% | $410.6万 | 5,978股 | $370.1万 | 6,194股 | -216股-3.49% | 减仓 |
| G通用动力VTI |
| 0.47% | 0.51% | $396.6万 | 1.1万股 | $351.1万 | 1.1万股 | -224股-2.05% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.47% | 0.57% | $392.0万 | 6.9万股 | $393.7万 | 6.9万股 | -64股-0.09% | 减仓 |
